Our team
Who you will work with
The people who will run your screening and study.
CPA Partner
Steven Colón, CPA
Steven Colón is a Certified Public Accountant, speaker, entrepreneur and author of several tax and business books. He is the founder and principal CPA of Colón & Associates CPAs in Sarasota, a proactive tax advisory firm serving businesses and high net worth individuals across Florida.
Colón & Associates CPAs
Partner
Darren Niemann
[A short description of Darren’s background and role goes here.]
What we do
Find it, document it, hand it over
Three jobs, done carefully.
Find the qualifying work
We look through your projects and payroll for the design, testing and development work that meets the IRS four-part test.
Document it project by project
Each project gets a narrative, the people involved and the costs behind it, so every number ties to a record.
Support your CPA
We give your CPA a file they can use with the return, and we help if the IRS has questions.
How we work
Plain answers, written down
A few commitments we hold ourselves to.
Plain English
We explain what qualifies and why, without jargon, so you can decide with confidence.
Documentation first
Every figure ties to a project and a record. We do not claim what we cannot support.
Your CPA stays in charge
We support the return. We do not replace the CPA who prepares and files it.
Honest screening
If your work does not look like it qualifies, we say so.
Where we work
Based in Sarasota, working nationwide
We work with businesses across Southwest Florida and Tampa Bay, across Florida, and with businesses and CPAs in other states, remotely or in person.
Southwest Florida
Cities from Tampa to Naples and what typical qualifying work looks like in each.
Industries
Manufacturing, software, marine, aerospace, medical device, engineering and construction.
For CPA firms
How we work with CPAs and keep you in charge of the return.
The free screening
A 5 to 10 minute check on whether your work looks like it qualifies.